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Counterparty Analyst (Investment Management)

TekWissen ®
Dallas, TX Contractor
POSTED ON 4/16/2025
AVAILABLE BEFORE 5/15/2025
Overview

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. The below job opportunity is to one of Our Clients it is an American publicly traded corporation deals with business are financial information and analytics, which helps investors pinpoint global opportunities.

Job Title: Counterparty Analyst (Investment Management)

Job Location: Dallas, TX, 75240

Duration: 9 Months

Job Type: Contract

Work Type: Onsite

Job Description

What’s in it for you:

  • Fast paced environment with the opportunity for career mobility within a growing team.
  • Regular exposure to industry challenges and participation in solving for these via technology and services.
  • Opportunity to promote new ideas and solutions within a collaborative group of like-minded individuals.
  • Partner with customers and clients to understand their needs, address concerns, and provide solutions.

Responsibilities

  • Manage multiple client requests, while ensuring timely completion of all deliverables.
  • Evaluate scope of work/project plans and provide recommendations for process enhancements and improvements.
  • Manage relationships with cross-functional teams and third-party vendors.
  • Prepare project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered.
  • Identify and resolve gaps in processes and project execution.
  • Foster long-term relationships with existing clients, key business partners and other stakeholders.
  • Interpret financial and legal entity documentation from various domains and diverse sources.
  • Demonstrate a strong ability to adapt and become an expert on proprietary products and client business lines through complex engagements.
  • Navigate new requirements with clients to strategize and implement new workflows and processes.

What We’re Looking For

  • 1-2 years of proven experience in a regulatory related field with previous process management experience.
  • Exposure to the syndicated loan process (preferred).
  • Familiarity with KYC constitutional documents including onboarding
  • Ability to handle pressure and manage conflicting priorities.
  • Excellent analytical, project management and problem-solving skills. 
  • Strong communication skills with exceptional presentation expertise.
  • Basic understanding of financial services firms and investment management operations.
  • Strong attention to detail and organizational skills with a focus on quality and process.
  • Must be able to work collaboratively with team members, both senior and junior.
  • Proficient in Microsoft Office Suite. Strong proficiency in Excel preferred.
  • About Company Statement:

TekWissen® Group is an equal opportunity employer supporting workforce diversity.

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